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Adding favorite reports

You can group reports that you work with regularly in your own personal reports category. To add a report to the My Favorite Reports category:

  1. Click My CRM | Reports.
  2. Click the category where your favorite report is.
  3. Select the Favorite checkbox next to the report you want to add to the My Favorite Reports category.
  4. To view your favorite reports, click the My Favorite Reports category.

See Also:

Running a report

Changing report display options

Adding favorite reports to a classic dashboard